Lyft Résultats passés
Passé contrôle des critères 5/6
Lyft a connu une croissance annuelle moyenne de ses bénéfices de 73.2%, tandis que le secteur Transportation a vu ses bénéfices augmenter de en baisse à 2.7% par an. Les revenus ont augmenté de en hausse à un taux moyen de 17.3% par an. Le rendement des capitaux propres de Lyft est 94.8% et ses marges nettes sont de 42.3%.
Informations clés
73.15%
Taux de croissance des bénéfices
72.96%
Taux de croissance du BPA
| Transportation Croissance de l'industrie | 15.63% |
| Taux de croissance des recettes | 17.31% |
| Rendement des fonds propres | 94.78% |
| Marge nette | 42.32% |
| Dernière mise à jour des bénéfices | 30 Jun 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • Aug 07
LYFT: Autonomous Expansion And Legal Risks Will Shape Future Stock Performance
Analysts raised the consolidated price target on Lyft by $0.69 to $19.33, citing updated views that recent Q2 execution, progress on autonomous vehicle initiatives, and a slightly higher assumed future P/E multiple support a modestly higher fair value estimate. Analyst Commentary Recent Street research on Lyft highlights a mix of optimism around execution in Q2 and autonomous vehicle potential, along with caution on pricing, margins, and long term profitability.Seeking Alpha • Jul 28
Lyft: The Trade Worked, But The Re-Rating Has Yet To Arrive
Summary Lyft, Inc. continues to improve operationally, with Q1 2026 gross bookings up 19% and free cash flow reaching an all-time high. Despite outperforming Uber and the S&P 500, LYFT's valuation multiple has not expanded; share price gains stem from earnings growth and buybacks. Autonomous vehicles remain the largest long-term uncertainty, with fleet operations presenting both opportunity and risk for LYFT's future economics. I maintain a Modest Buy rating on LYFT stock, suitable only for investors closely monitoring the evolving ride-share duopoly and autonomous driving landscape. Read the full article on Seeking Alpha
Mise à jour du récit • Jun 30
LYFT: Autonomous Expansion And Pricing Scrutiny Will Shape Balanced Risk Reward Outlook
Analysts have lifted their fair value estimate for Lyft to $14.00 from $13.00, citing a mix of slightly adjusted growth and discount rate assumptions, modestly higher projected profit margins, and Street research that highlights potential upside from autonomous vehicles and evolving price targets across covering firms. Analyst Commentary Street research around Lyft highlights a split view.Article d’analyse • Jun 17
Lyft (LYFT) Stock Could Be 48.5% Below Fair Value on Its Mobility Growth Narrative
Lyft stock performance snapshot Lyft (LYFT) has drawn investor attention after a recent period of mixed share performance, with the stock up around 10% over the past month but still lower year to date and compared with the past year. See our latest analysis for Lyft. At a share price of $14.28, Lyft’s recent momentum has been modest, with a 30-day share price return of 10.1% and a 90-day gain of 6.1%, set against a year to date share price decline of 27.8% and a 1-year total shareholder...Mise à jour du récit • Jun 16
LYFT: Regulatory Shifts And Autonomous Expansion Will Support Long Term Stock Upside
The updated analyst price target for Lyft stock edges slightly lower, by about $0.15, to reflect small adjustments to fair value, discount rate, revenue growth, profit margin and future P/E assumptions that analysts are fine tuning following a mix of recent target cuts and raises across the Street. Analyst Commentary Recent research on Lyft stock shows a mix of modest target raises and cuts, which helps explain why the overall price target adjustment is marginal rather than dramatic.Mise à jour du récit • Jun 01
LYFT: Nvidia Alliance And Autonomous Expansion Will Support Long Term Ride Platform Scale
Analysts have trimmed the implied fair value for Lyft to $18.79 from $19.28, reflecting recent price target adjustments across firms as they recalibrate assumptions for revenue growth, profit margins, discount rates and future P/E multiples. Analyst Commentary Recent research on Lyft points to a mixed reset in expectations, with several firms adjusting price targets both higher and lower as they revisit revenue, margin and P/E assumptions, along with the risk profile tied to autonomous driving partnerships.
Mise à jour du récit • May 14
LYFT: Hybrid AV Partnerships And Rideshare Alliances Will Support Future Profitability Profile
Lyft's updated analyst price target shifts from about $32.00 to roughly $27.71 per share, as analysts factor in recent target cuts and raises, along with more cautious assumptions on growth, margins, discount rate and future P/E expectations. Analyst Commentary Recent research on Lyft reflects a mix of caution and selective optimism, with several firms trimming price targets while others edge them higher.Mise à jour du récit • Apr 28
LYFT: Autonomous Partnerships And Profitability Risks Will Drive Cautious Future Expectations
Lyft's analyst price target has been reduced by a few dollars to reflect updated models that include slightly higher discount rates, adjusted profit margin expectations, and evolving views on its autonomous vehicle partnerships with Nvidia. Analyst Commentary Recent Street research points to a period of reassessment for Lyft, with several bearish analysts trimming price targets by varying amounts and revisiting their financial models.Mise à jour du récit • Apr 13
LYFT: Nvidia Partnership And Autonomous Shift Will Drive Future Market Expansion
Lyft's analyst price target has been trimmed by about $1 to reflect slightly lower modeled fair value, modest tweaks to the discount rate and revenue growth, and a lower assumed future P/E, even as analysts factor in the company's work with Nvidia on autonomous driving alongside fresh target cuts across several firms. Analyst Commentary Recent Street research around Lyft clusters around two themes: cautious resets to fair value and growing interest in the companys work with Nvidia on autonomous driving.Mise à jour du récit • Mar 30
LYFT: Nvidia AV Collaboration And Execution Discipline Will Shape Balanced Market Outlook
Analysts have trimmed Lyft's average price targets by several dollars across multiple firms, reflecting updated models that factor in slightly higher revenue growth assumptions, a modestly lower profit margin outlook, and evolving views on the company’s Nvidia supported autonomous vehicle plans. Analyst Commentary Bearish analysts have been revisiting their Lyft models, and the result has been a series of lower price targets rather than upgrades or more constructive calls.Mise à jour du récit • Mar 16
LYFT: Reset Expectations As Execution And Capital Returns Meet Balanced Market Outlook
Lyft's updated analyst price target moves in line with a series of recent Street revisions that lowered targets into the mid to high teens, as analysts refresh their models around slightly higher revenue growth assumptions, modestly lower profit margins, and a somewhat richer future P/E multiple. Analyst Commentary Recent Street research around Lyft has centered on a series of lower price targets, with multiple bearish analysts resetting expectations closer to the mid to high teens.Mise à jour du récit • Mar 02
LYFT: Reset Expectations And Execution Will Shape Margins And Capital Returns
Lyft's analyst price target has been reset from about $16.45 to $13.00, as analysts factor in recent broad cuts to Street targets and temper margin expectations, even while keeping assumptions for revenue growth and future P/E broadly in line. Analyst Commentary Recent Street research on Lyft clusters around a broad wave of price target cuts, with many bearish analysts resetting their expectations lower even as they keep overall revenue and P/E frameworks broadly consistent.Mise à jour du récit • Feb 16
LYFT: Execution On Margin Improvements And Partnerships Will Drive Market Expansion
Lyft's analyst price target has been reset lower, with our fair value estimate moving from $24.07 to $20.31 as analysts temper revenue growth assumptions, apply a slightly higher discount rate, and factor in lower future P/E multiples, despite modestly stronger margin expectations. Analyst Commentary Recent Street research on Lyft has been broadly aligned, with many firms trimming their price targets and reassessing both the company’s growth profile and the multiples they are willing to pay.Mise à jour du récit • Feb 02
LYFT: Expanding Rideshare Partnerships Will Support Healthier Marketplace And Profitability Profile
Analysts have adjusted their Lyft price targets in a tight range, with some pulling back from prior highs and others lifting forecasts into the low to mid US$20s and up to US$32. This reflects mixed Q3 results, a more constructive view on execution, and differing opinions on how growth and profitability might balance into 2026.Mise à jour du récit • Jan 19
LYFT: Profitability Targets Will Test Execution As Competition Intensifies
Narrative Update Analysts lifted our fair value estimate for Lyft from $10.13 to $16.45. This reflects updated views that pair more conservative revenue growth and a slightly higher discount rate with stronger expected profit margins and a modestly lower future P/E multiple, informed by recent price target moves and commentary around execution, user experience improvements, and sector sentiment.Mise à jour du récit • Jan 05
LYFT: Expanding Rideshare Partnerships Will Support Stronger Marketplace And Earnings Outlook
The analyst fair value estimate for Lyft has increased slightly to $32.00 from $31.78, as analysts highlight a series of price target raises based on improving rides growth, a more robust gross bookings outlook into 2026, and clearer execution progress under the current strategy, despite still mixed near term profitability trends. Analyst Commentary Bullish analysts continue to lift their price targets on Lyft, citing a combination of improving rides growth, stronger gross bookings guidance, and clearer strategic execution under the current leadership team.Mise à jour du récit • Dec 14
LYFT: Rising Rideshare Partnerships Will Drive Stronger Earnings Power Ahead
Analysts have raised their blended price target for Lyft from about $24 to roughly $32 per share. They cite growing confidence in accelerating bookings and rides growth, improving execution, and a clearer path to sustained profitability.Mise à jour du récit • Nov 30
LYFT: Autonomous Rollout And Partnerships Will Drive Market Expansion Through 2026
Lyft’s analyst price target has increased modestly, rising from approximately $23.46 to $24.07. Analysts are citing improving outlooks for the company’s growth trajectory and execution following recent quarterly updates.Mise à jour du récit • Nov 16
LYFT: Outlook Will Balance Cost Savings And Execution Amid Heightened Competition
Lyft’s fair value estimate has been raised from $20.18 to $23.46. Analysts point to robust guidance, ongoing marketplace improvements, solid execution, and strategic partnerships supporting the company’s outlook.Article d’analyse • Nov 12
Lyft, Inc. (NASDAQ:LYFT) Looks Just Right With A 26% Price Jump
Despite an already strong run, Lyft, Inc. ( NASDAQ:LYFT ) shares have been powering on, with a gain of 26% in the last...Mise à jour du récit • Nov 01
LYFT: Future Profit Margins And Autonomous Partnerships Will Shape Competitive Position
Lyft's analyst price target has increased from $19.12 to $20.18 per share. Analysts point to stronger profit margins, recent partnership momentum, and favorable industry trends supporting the company's outlook.Mise à jour du récit • Oct 18
Autonomous Vehicles And Global Partnerships Will Redefine Urban Mobility
Lyft's updated analyst price target has edged down modestly by $0.17 to $19.12 as analysts weigh continued progress on autonomous vehicle partnerships and operational efficiencies, while making only slight adjustments to growth and margin outlooks. Analyst Commentary Recent analyst reports reflect a mix of optimism and caution regarding Lyft's outlook, as firms weigh the company's strategic partnerships, operational performance, and competitive positioning within the dynamic ride-hailing sector.Mise à jour du récit • Oct 04
Autonomous Vehicles And Global Partnerships Will Redefine Urban Mobility
Lyft's analyst price target has increased by approximately $1.07, as recent research highlights strategic momentum in autonomous vehicle partnerships and anticipated cost savings. These factors are expected to support improved growth prospects and market positioning.Mise à jour du récit • Sep 19
Autonomous Vehicles And Global Partnerships Will Redefine Urban Mobility
Analysts have raised Lyft’s price target to $18.22, citing accelerating growth, financial outperformance, margin improvements, strategic partnerships (including AV and international expansion), and anticipated cost savings from regulatory changes, though concerns about competitive pressures and AV disruption remain. Analyst Commentary Bullish analysts highlight Lyft's accelerating growth and financial outperformance, with record levels in key rideshare metrics, enhanced EBITDA and free cash flow margins, and a positive growth outlook driven by the Freenow acquisition and international expansion.Article d’analyse • Sep 09
A Piece Of The Puzzle Missing From Lyft, Inc.'s (NASDAQ:LYFT) 32% Share Price Climb
Lyft, Inc. ( NASDAQ:LYFT ) shareholders would be excited to see that the share price has had a great month, posting a...
Nouveau récit • Apr 22
Price Lock And Media Launch Will Redefine Rideshare In 2025
Expanding high-margin offerings and innovative services is expected to enhance margins, revenue, and transform operational costs.Seeking Alpha • Apr 22
Lyft Is Making A Comeback: Why Shares Are A Must-Buy Now
Summary Lyft's fundamentals remain strong with U.S. ride pricing recovering and Q1 2025 DAUs growing 5% YoY, suggesting stable revenue outlook. The $200 million Freenow acquisition doubles Lyft's addressable market in Europe, adding €1 billion in annual bookings, but buybacks might have been more accretive. I project Lyft to generate $1.5 billion in free cash flow by 2027, making its current valuation of 3x 2027 FCF highly attractive. Despite recent pricing headwinds, I remain bullish on Lyft's rapid profitability and FCF expansion, expecting gross bookings to grow at 10-15% CAGR. Read the full article on Seeking AlphaSeeking Alpha • Mar 22
Lyft: Holding Firm Ground Against Uber
Summary Shares of Lyft have continued to crash in 2025, pushing the stock to a very cheap ~8x adjusted EBITDA and ~4x FCF multiples. I'm upgrading Lyft to a strong buy, especially on the back of strong Q4 results that showed record-breaking bookings at a 15% y/y growth pace. Lyft's pure rideshare focus is more recession-proof than Uber (as delivery orders are more discretionary), offering stable demand amid potential economic downturns. Risks include the end of the Delta partnership and potential Uber price wars, but these are already priced into Lyft's ultra-cheap stock. Read the full article on Seeking AlphaSeeking Alpha • Mar 14
Lyft: Deep Value In Ride Share With GAAP Profitability
Summary Lyft's stock is undervalued, trading at a steep discount to Uber, despite achieving GAAP profitability and maintaining a strong balance sheet. Wall Street appears concerned with the company's relative underperformance to Uber. Autonomous vehicles pose a significant risk, but at a 0.75x sales multiple, Lyft's valuation appears attractive with a fair value estimate of $17 per share. Read the full article on Seeking AlphaSeeking Alpha • Feb 12
Lyft: Mobileye Partnership Could Shift The Competitive Landscape
Summary Lyft's Q4 earnings were solid, with the company generating strong growth and continuing to improve its margins. Guidance was fairly soft, though. While growth is likely to remain solid in 2025, particularly from high margin revenue sources like advertising, investors appear to be focused on the fact growth is decelerating. Lyft's robotxai partnership with Mobileye could have significant long-term implications, potentially reducing the risk of disruption for incumbent ride-hailing platforms. The fact that Lyft has a healthy balance sheet and is now cash flow positive puts it in a strong position, particularly if the robotaxi threat ends up being manageable. Read the full article on Seeking AlphaSeeking Alpha • Jan 30
Lyft: Strategic Initiatives To Drive Further Growth And Improved Profitability
Summary In 3Q24, LYFT generated $1.52 billion in revenues, posting a growth of 31.52% y/y and 6.06% q/q. Net margin improved to -0.79% while FCF increased by 70% q/q. Strategic partnerships and initiatives, including collaborations with DoorDash and autonomous vehicle companies, will fuel LYFT's topline growth in FY2025. LYFT's profitability is likely to improve as the company embarks on other initiatives to reduce costs and improve revenue take-rates by reducing incentive expenses. Valuation analysis indicates LYFT is undervalued. Based on current price to sales and consensus revenue estimates, there is a potential upside of more than 30%. Read the full article on Seeking AlphaSeeking Alpha • Dec 17
Lyft: Why ~$1.5 Billion Of FCF By 2027 Could Be Possible
Summary Lyft's Q3 2024 financials show 32% revenue growth and $242.8 million in positive free cash flow, indicating strong underlying profitability despite minimal GAAP profits. Management's 2027 targets include 15% annual gross bookings growth and a 4% Adjusted EBITDA margin, potentially generating nearly $1 billion in FCF; $1.8 billion in FCF for upside case. Autonomous vehicles are unlikely to disrupt Lyft's core business soon; the company can integrate AVs into its existing platform if needed. At $14 per share, Lyft is undervalued; I assign a "Strong Buy" rating with a base case target price of $21, highlighting significant upside potential. Read the full article on Seeking AlphaVentilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Lyft gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 30 Jun 26 | 6,772 | 2,866 | 2,202 | 473 |
| 31 Mar 26 | 6,517 | 2,856 | 2,003 | 463 |
| 31 Dec 25 | 6,316 | 2,844 | 1,857 | 451 |
| 30 Sep 25 | 6,274 | 151 | 1,777 | 424 |
| 30 Jun 25 | 6,111 | 92 | 1,735 | 419 |
| 31 Mar 25 | 5,959 | 57 | 1,741 | 408 |
| 31 Dec 24 | 5,786 | 23 | 1,725 | 396 |
| 30 Sep 24 | 5,460 | -65 | 1,624 | 398 |
| 30 Jun 24 | 5,095 | -65 | 1,480 | 403 |
| 31 Mar 24 | 4,680 | -184 | 1,337 | 433 |
| 31 Dec 23 | 4,404 | -340 | 1,328 | 530 |
| 30 Sep 23 | 4,354 | -902 | 1,547 | 638 |
| 30 Jun 23 | 4,250 | -1,312 | 1,648 | 756 |
| 31 Mar 23 | 4,220 | -1,575 | 1,768 | 829 |
| 31 Dec 22 | 4,095 | -1,585 | 1,747 | 828 |
| 30 Sep 22 | 3,890 | -1,280 | 1,564 | 817 |
| 30 Jun 22 | 3,701 | -957 | 1,478 | 816 |
| 31 Mar 22 | 3,475 | -832 | 1,384 | 866 |
| 31 Dec 21 | 3,208 | -1,062 | 1,327 | 912 |
| 30 Sep 21 | 2,808 | -1,237 | 1,257 | 932 |
| 30 Jun 21 | 2,444 | -1,597 | 1,253 | 938 |
| 31 Mar 21 | 2,018 | -1,782 | 1,209 | 914 |
| 31 Dec 20 | 2,365 | -1,753 | 1,355 | 935 |
| 30 Sep 20 | 2,812 | -1,651 | 1,510 | 996 |
| 30 Jun 20 | 3,268 | -1,655 | 1,601 | 1,052 |
| 31 Mar 20 | 3,796 | -1,862 | 1,781 | 1,133 |
| 31 Dec 19 | 3,616 | -2,602 | 2,000 | 1,506 |
| 30 Sep 19 | 3,268 | -2,495 | 1,883 | 1,325 |
| 30 Jun 19 | 2,898 | -2,281 | 1,817 | 1,114 |
| 31 Mar 19 | 2,535 | -1,815 | 1,642 | 869 |
| 31 Dec 18 | 2,157 | -911 | 1,249 | 301 |
| 31 Dec 17 | 1,060 | -688 | 788 | 137 |
| 31 Dec 16 | 343 | -683 | 594 | 65 |
Des revenus de qualité: LYFT a un important ponctuel perte de $19.9M impactant ses 12 derniers mois de résultats financiers à 30th June, 2026.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de LYFT sont plus élevées que l'année dernière LYFT. (42.3%) sont plus élevées que l'année dernière (1.5%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: LYFT est devenue rentable au cours des 5 dernières années, augmentant ses bénéfices de 73.2% par an.
Accélération de la croissance: La croissance des bénéfices de LYFT au cours de l'année écoulée ( 3008.6% ) dépasse sa moyenne sur 5 ans ( 73.2% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices LYFT au cours de l'année écoulée ( 3008.6% ) a dépassé celle du secteur Transportation -3.1%.
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de LYFT ( 94.8% ) est considéré comme exceptionnel.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/10 13:42 |
| Cours de l'action en fin de journée | 2026/08/07 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Lyft, Inc. est couverte par 60 analystes. 40 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Oliver Lester | Arete Research Services LLP |
| null null | Argus Research Company |
| Ross Sandler | Barclays |